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Non-disclosure agreements (NDAs) are crucial documents containing confidential information with the purpose to prevent unauthorized parties from accessing confidential information and trade secrets. However, NDAs can be time-consuming to draft and manage, especially when multiple parties are involved. This is where document generation software comes in, providing legal teams with a streamlined and efficient process […]

Document generation software is a massively beneficial tool for increasing efficiency and productivity. But before choosing any document generation software for your business, evaluating every aspect that impacts the performance and ROI is essential. Hence, to help you choose the right app, we’ve put together a list of seven practical questions you must ask when […]

The Salesforce document generation process offers many benefits such as improved accuracy, personalization, consistency, compliance, and time and cost savings.However, without proper optimization, this process can become time-consuming and error-prone.In this blog today, we’ll explore how you can optimize Salesforce document generation using the document generation tool, Docs Made Easy, with use cases to illustrate […]

Salesforce Storage is among one of Salesforce’s robust capabilities. However, as Salesforce offers basic document management tools, businesses with more advanced document management requirements may find these tools limiting. This is where document generation tools come in. Document generation tools can help businesses maximize the potential of Salesforce storage by providing more advanced document management […]

Field service organizations face a unique set of challenges while managing their operations. From dispatching technicians to managing inventory and equipment, there are many moving parts that need to be coordinated in order to ensure that jobs are completed efficiently and effectively. One area that can be particularly time-consuming and error-prone is the creation of […]

Salesforce AppExchange is a vast marketplace that offers a wide range of applications that can help you customize and enhance the functionality of your Salesforce environment. With so many apps flaunting their capabilities, it might get a little intimidating for users to choose the one that fits their needs. So, if you are experiencing the […]

Salesforce is an incredibly powerful tool that can help businesses streamline operations and improve customer service. One of the most important features of Salesforce is its reporting capabilities. With Salesforce reporting, you can gain valuable insights into your customers and operations, and use them to make data-driven decisions. This blog outlines the top 5 Reports […]

Sales teams are the driving force behind any successful business. They are responsible for generating revenue, closing deals, and maintaining relationships with clients. Nonetheless, to reach the “closed-won” stage, they must first create trust. This implies operating without errors and in an efficient manner. To stay ahead of their rivals and win deals, they require […]

When it comes to finding document generation apps for Salesforce users, AppExchange is the place to go. There’s an app for just about everything, right from document creation to customer relationship management. The sheer number of apps that are related to document creation shows that they’re incredibly popular with Salesforce users and can be incredibly […]

Global CRM Leader, Salesforce, is well-known for its strong security architecture amongst its other innovative functionalities. But sadly, this platform is also not exempted from security breaches and data malpractice.  Despite being an incredibly powerful tool for managing customer data,  some of its security vulnerabilities are inherent in the platform’s benefits itself.  Providing Integration with […]

Automation has already made significant inroads into many organizations, and this is only going to become more widespread in the years to come. There are many reasons for this. Firstly, automation can help organizations become more efficient and reduce costs. The second benefit is that data-driven decisions will improve decision-making. Thirdly, it can help reduce […]

Today workers in the Healthcare industry are overstretched and beyond capacity. With an increasing number of patients demanding better communication and transparency accompanied by staff shortages, the traditional methods of working are no longer enough to handle. As a result, the healthcare system is on the brink of a challenge as they strive to move […]

Process Digitization is a must for businesses in coming years not only to increase efficiency but also to combat economic downturns and resources crisis. But it is surprising to see even in today’s digital age around half of the companies’ staff spend around two hours daily on mundane activities, such as paperwork, data entry, preserving […]

It’s no secret that businesses contribute to a large amount of waste each year. In fact, it’s been said that the average office worker goes through up to 10,000 sheets of paper every year. That’s a lot of trees! But what if there was a way for businesses to reduce their environmental impact and go […]

Automated document generation is no longer a future concept – it’s already here. In fact, it has become a must-have for Salesforce users in 2022. As we move into 2023, automated document generation will become an absolute necessity for businesses of all sizes. We know automation can save time and money while eliminating manual errors. […]

Sales teams are often the first line of contact between a company and its consumers. As such, they need to be equipped with the right tools and strategies to ensure their work is efficient and effective. In the era of digital-first business and stiff competition, it is more important than ever for the sales team […]

Skill shortages are one of the burning issues businesses face today after economic uncertainty. Studies show that there could be a shortage of 85 million workers globally by 2030, especially in healthcare, manufacturing, and supply chain businesses. It has also been found that the technology skill gap issues could be one of the contributory factors […]

The HR department’s rendezvous with documents happens every day. They need to search through tons of files and create documents, especially during the onboarding process to gather, fill out, sign, and send a huge pile of documents single-handedly. It has been estimated that an HR professional generates an average of 20 documents per year. On […]

In 2023, document automation will be a must-do process in every organization. As generating documents and using them collaboratively from a particular source of truth is an essential aspect of their day-to-day operations, businesses will embrace document automation in the coming year to enhance productivity. Salesforce comprehends this trend and patronizes various document automation tools […]

With document automation being seen as the next big thing in document management in 2023 and beyond, businesses of every size look up to implementing automation to stay agile and adaptable to market disruptions. Since using modern technology to upscale your business processes, comes with a particular set of challenges,  small-sized and nontech companies often […]

This year, many businesses have adopted digital management solutions to manage their document processing while automating their business processes. As we move closer to the new year 2023, we will witness a significant and widespread use of advanced document management systems and automation in businesses. So, in this blog, We have outlined some top 5 document […]

With Automation taking center stage for simplifying critical processes in 2022, document automation has become increasingly popular in every industry. As many businesses today use Salesforce CRM, replacing the old time-consuming and error-prone document processes with simplified, optimized, and automated Salesforce Document generation solutions would be a wise move to streamline the processing of mission-critical […]

Manual document processing causes bottlenecks for businesses. These bottlenecks are the blockages that cut down on your company’s lifeblood. So, if you are still managing your documentation manually and your sales team is spending too much time creating quotes, proposals, or contracts, your business is experiencing documentation bottlenecks. Here we have shared some common documentation […]

Document Automation is one of the few digital solutions insurance companies must prioritize in 2022. We know the insurance industry relies heavily on paperwork with thousands of documents like policy agreements, claims forms, applications, etc. processed every day. Manual processing of paperwork is not conducive to remote working, nor is efficient or error resistant – […]

Quoting process is an integral part of the sales funnel and is crucial to winning a Sales project. However, the quoting procedure is very stressful and time-consuming. And, with most organizations using outdated methods to create quotes, the chances of manual errors and discrepancies magnify. Needless to say, such discrepancies or errors in the quote […]

The rise of technology has enabled businesses to network across various electronic platforms to streamline and automate processes, including invoice automation. In this work from anywhere, businesses need fast, digital, and agile solutions to provide impactful customer experiences. They can’t rely on manual workflows and paper processes that take up high costs and time to […]

The increasing demand for automated document generation is expected to raise the need for Salesforce document generation software in the next 10 years. Statistically speaking, the Salesforce document generation software market is projected to go up by a CAGR of 10.6% by 2032, with a steep rise from $893 million in 2022 to $2.5 Billion […]

Automation is increasingly becoming an integral part of all operational business processes. Almost every department uses automation, but document automation happens to be the most commonly used one. So, is Document automation the future of document management? Well, it certainly is the future and the need for today’s document management processes. To understand why it […]

Communication and media are a constant in our daily lives. Without them, we would not be able to stay connected with the fast-moving world.  This also means the Media & Communications industry is increasingly reeling under pressure to deliver accurate information with flawless precision.  But delivering accurate information becomes a challenge with manual document generation. […]

Automation has been a hot topic for the last few years. Many businesses are turning to Automation to improve efficiency and deliver faster experiences. The latest statistics reveal that demand for automation is rising, and almost every major department is deploying automation to improve productivity. So, if you are also thinking of leveraging automation into […]

With increasing customer expectations, more and more businesses are undergoing digital transformation. These transformations call for a high level of scalability, productivity and speed. And these transformations do not stay limited to IT teams only. In fact, employees with no technical expertise are also creating automation with low code/no code platforms, increasing scalability. Today, business […]

Investing in Salesforce is a big step towards delivering customer satisfaction and boosting sales for your company. So, maximizing the Salesforce ROI ( Return on Investment) is also crucial to increasing your profit margin.   Given that Salesforce has robust offerings, it sometimes gets confusing to determine how to derive the most out of Salesforce org. […]

Automation has become a necessity due to the increase in data and globalization in businesses. It’s a fantastic tool that provides multiple benefits with its implementation in various business processes. While the benefits of automating business processes are huge, misuse of automation also can cause costly problems further down the line. Sadly, there are a […]

A Sales Quote is an essential document in the Sales team as it lays the prices of your products or services, applicable discounts, and relevant terms and conditions. Hence, creating winning Sales Quotes that impress your potential client and outshine competitors becomes even more significant. As your trusted Document generation software provider, we have always […]

Implementing Document Automation solutions has some instant benefits for businesses. Your team efficiency and productivity skyrocket as teams focus on high-value tasks saving time from repetitive document creation. But the benefits of document automation are not limited to increased productivity only. Many other advantages come along when you eliminate the manual component from your contracts, […]

Contracts play an inevitable role in every business, right, from basic agreements to million-dollar deals.  Yet creating Contracts remains one of the challenging tasks for businesses with no particular process or templates in place. So, here we are, the most-appreciated document generation software on AppExchange, to help you with some tips to create dynamic Contracts […]

Did you know that sales reps spend only one-third of their time on selling?  The Salesforce State of Sales report claims that sales reps are not selling almost two-thirds of their time.  Only one-third of their time is spent on revenue-generating tasks. The rest of the time, they get bogged down by time-sucking tasks like […]

It is commonly perceived that Salesforce document generation tools are mainly used for quotes and contracts. Though most of the use cases of these apps account for contracts, quotes, and invoices, these tools have so much to offer for other business processes also. As one of the most widely popular Document generation tool providers, we […]

We know creating compelling Sales proposals in business is really crucial to closing deals. Sales reps interact with customers at various levels before sending out their final proposal to seal the deal. Sales proposals are of utmost importance in sales as they are the first customized deliverable that outlines clients’ specific requirements and solutions catalyzing […]

Every organization requires different documents to transact business, and documents are truly a vital part of every business. Cloud-based document generation software is excellent for matching up with the ever-so-growing needs of the financial sector. These tools meet security and compliance needs and also help you outshine competitors. Let’s know the top ways Salesforce document […]

Every business wants to close more deals and boost ROI more than ever. However, businesses fail to close deals because of their obsolete processes. Today, we will help you identify why businesses aren’t able to accelerate their sales processes and what all they can do to boost their ROI. We will also tell you how […]

Did you know document issues account for more than 21% of daily productivity loss? (Source: A 2018 report by Tech Crunchies) Document automation is a process that makes the creation, processing, and management of documents easier for humans through dedicated software. And this automation is defined based on document templates and workflows that make the […]

Document generation is an integral part of any business. And knowing how different tools differ from one another is important. Small businesses need to automate their Salesforce document generation processes more than anyone. Your sales teams need an automated tool that fast-forwards their daily chores and gives them more time for closing sales deals. So, […]

9 out of 10 employees perform at least one task in a day that could easily be automated. Such tasks make employees less productive and more tedious while they also require organizations to pay a hefty amount of money. There are so many workflow tools that could easily automate any such tasks and help your […]

The Problem Many healthcare organizations wish to migrate their crucial business and patient data to the cloud. However, it’s difficult to find the right tool that ensures compliance with the strictest data security standards for health – HIPAA. Gone are the days when you would indulge in files and papers, filing cabinets, and drawers while […]

With a Salesforce document generation tool, you can leverage Salesforce data to create professional-looking digital documents. There are a lot of tools available on AppExchange that are marketed as Salesforce document generation tools. However, how to know which one is just the right software for your business? Well, today, we have made this task easy […]

Document automation speeds up your entire sales process and creates error-free digital documents. It is estimated that over 100,000 companies across the globe are using Salesforce document generation for their documentation needs. So what are the capabilities of a document generation tool that they have figured out? There are several reasons why businesses rely on […]

We all know the importance of documents. They make everything legal for your company. Also, they play an important role in making everything ethical and right. There are a lot of tools out there for Salesforce document generation that businesses use to create and send documents easily. Tools such as Docs Made Easy have the […]

Document creation and management can be a daunting task for many of you out there. However, using the right Salesforce document generation software can make this task easy. Document generation tools ease down the complications and allow you to create any kind of document in any type of format. Also, they keep you notified whenever […]

More than 100,000 companies are currently using Salesforce document automation tools across industries. And this figure is continuing to rise at a fast pace in recent years. Document automation tools offer several benefits to different industries. Today, we will learn how Salesforce document generation helps these industries scale and grow by automating the document generation […]

Businesses are continuing to evolve, and so is technology. Document automation is not new either. It has been around for a long time since companies want to save the time that usually goes into document creation and management. And further, utilize that time into growing their business and boosting the sales. The ability that a […]

A number of businesses have already adopted digital automation across the world. Undoubtedly, digital automation delivers a varied range of benefits to all kinds of businesses across every sector. So, whether you are using automation or just thinking about its adoption, it’s better to know what’s waiting in here.  Today, we will share with you […]

Document generation may be a daunting everyday task for your teams. This is probably why you are here. We are gonna make this hard nut easy to crack for you. While there are numerous Salesforce document generation tools out there, finding the one that best fits your needs can be difficult. Many Salesforce document generation […]

Now and then, you feel the need to adapt to constantly changing technologies and trends for your business. Salesforce document generation is no different; it requires quick adoption, understanding, and learning of the right tool. Your business might have moved from traditional handwritten documents to cloud-based files, but it is also important to automate your […]

It is not just important to build customer relationships but to nurture relationships as well. Customers expect better experiences at all stages. From onboarding, to purchase, to post-sales, and literally all other times. And you need to match up to their expectations and deliver great experiences to them. This is why we are here with […]

Document creation is one of the most important aspects of any business. And knowing what tools can help you get the most out of your efforts is important. With just one Salesforce document generation tool, you can minimize the number of errors and boost the productivity and ROI of your business. Also, you can save […]

Every business wants to streamline operations and improve productivity. Businesses involved in customer service are going out of the way to deliver the best experiences to their customers at a fast pace. One thing that is always with your customers is the documents given by you. You need to make the most out of them […]

2022 has arrived, and digital transformation has taken the storm in the business world. Every business out there wants to boost productivity and sales without having too many complications. If you are into retail, pharma, logistics, BFSI, Healthcare, or any other industry, you would know how much time it can take to close just one […]

2021 was huge. Not just for Docs Made Easy, but for the innovators in information technology that gave the year a new landscape. The year was full of innovation and great things for us at HIC Global Solutions, creators of Docs Made Easy. It was only possible with the support of our customers that helped […]

Salesforce is the world’s number one CRM software. The platform has greater scalability and scope of modifications. However, many Salesforce users are still not able to use the platform to its full potential.  The CRM platform has a lot of functions and information in your org that sometimes might confuse you a bit. This is […]

Salesforce CPQ is truly an effective sales tool. There’s no doubt about that. But to make it function well, mainly its functions like Cost, Price, and Quote; you need better Quote generation. So if you’re willing to customize and automate your quoting process, all you need is an advanced Salesforce document generation tool. Docs Made […]

Invoice generation is an important part of document generation for any business. It is the thing that gets you money. Hence, it should be error-free. To make your Salesforce document generation easy and its management easier, we have come up with this interesting blog. Read this one out to generate winning invoices that work for […]

Did you know that, in 2020, the world collectively sent over 300 billion emails per day? Yes, you read that right. Thus, emails and email marketing have become even more important for the year 2022. We all know that email marketing isn’t an easy task to implement. And, for that, you need to send emails […]

Salesforce AppExchange apps have truly made our lives so much easier than ever before. Some of them are designed for one single purpose, whereas others can help you achieve so many goals of your business. These all-purpose apps are helpful because of the advanced developments in them. A Salesforce document generation app not only helps […]

Document generation and management are some of the most important parts of any business. And, even if you have a document generation tool for your business, it is also important to know what things to automate. Sales processes should be smooth to give a standardized experience to your customers and a roadmap for your sales […]

Document generation, one thing we all need for any kind of business. And manually creating and managing all these documents is a daunting task. So, what should you as a business owner do for your sales reps and managers? All that you need is automation. Now, starting with Salesforce automation for your documents may seem […]

As manufacturers, you are always on the go to get things done faster, be it document generation or production. We have seen many industries giving heads up to the latest technology, and manufacturing is no different. As people in this particular industry want to deliver the best at a faster scale, increase productivity, streamline processes, […]

Are you still wondering how a document generation tool can help you boost ROI up to 3x? So, if you’re following our blog lately, then you must have an idea about it. However, if you don’t, then you are in the right place. Salesforce document generation tools allow you to do much more than just […]

It’s almost 2022, and we cannot rely on the traditional methods of document generation anymore. Also, document generation in the old way can be so tiring for your teams. So, how can document automation benefit the education sector? Now, document generation is a crucial part of any industry, and it should be top-notch as it […]

Winning over your customers is a hard nut to crack. Starting from turning a potential customer to your customer to keep winning their hearts is a big task. And, when added with winning your old customers back or retaining them for years can become a daunting task. So, how would a business, along with working […]

Business documents can tell more about your business than you could ever do as they stay with your customers forever. So, you need to choose a Salesforce document generation tool that could do the job of reflecting your values to your customers. Today, we are here to tell you about the top benefits of using […]

We know how important it is to work optimally without draining ourselves. And, this is why we bring you Docs Made Easy for Salesforce document generation. With a document generation app like Docs Made Easy, your teams can save up to 15 working hours a week. Thus, they can concentrate on other important tasks and […]

Are you looking forward to ways you can do successful marketing for your nonprofit? You have come to the right place. Great marketing efforts help you stay connected with your donors and retain them for years to come. Above all, You don’t want them to feel that your intentions are different from their beliefs. Thus, […]

So, after all of your research, you have finally ended up using the world’s leading CRM software Salesforce. You have done all kinds of activities to boost your presence on the internet. Such as drawing visitors to your website, network with people, accelerate social media presence and whatnot. You must want to know how to […]

We know it’s a highly competitive time for all the businesses as everything has turned digital now. Customers have witnessed different kinds of experiences from different brands in the last year. Now they seek better experiences from every brand. Customers know what they deserve if they are paying for your product or service. And, trust […]

Business Proposals or Sales Proposals are undeniably an integral part of every business. They are the reason behind every successful deal. A Sales Proposal is one of those “deal-closing” business documents. Your Salespeople might not consider it as much important, but in the customers’ eyes, they can make or break any deal.  With great Sales […]

Creating good business reports is not a cup of tea for everyone. However, when done correctly, it can help a business know its true potential and can work better for future goals. Good reports in Salesforce help Sales managers understand everything quickly and easily. And, thus, managers can act and analyze based on those reports. […]

We know the importance of maximizing your CRM’s revenue as it helps increase the productivity of your employees and the profit of your business. If you are using Salesforce for years now or are new to it, you would want to boost ROI. But, knowing Salesforce’s so many capabilities, it is overwhelming to figure out […]

There’s no denying that in the modern world, the U.S. is the most overworked developed country. 85.8% males and 66.5% of females work for more than 40 hours every week. Also, nearly 134 countries have laws that define the maximum number of working hours in a week, but the U.S. does not. We are saying […]

If you are still wondering why you should automate your Salesforce document generation process, then you are in the right place. Salesforce Document generation tools not only allow you to create and send different types of documents in a variety of formats, but they help in other ways too. Today, we uncover the top five […]

Organizations all over the world are on the lookout for finding meaningful and agile business solutions. In this new normal world, we know the importance of digital documentation. And, it is going to stay even when we continue in-office work. But, how do we know what solution is meaningful? So, to make things a little […]

Every Sales team wants certain apps that precisely help them with every aspect of their work. And we know how important it is to stand out at work. Humans can do so much, and technology coming together with them empowers their work. Hence, you can help your Sales teams do much better by helping them […]

Invoice, a perfect business document that tells your clients the services they rendered and the cost. It’s a bill! A document that allows your client to know who you are. Also, it enables you to put the best first impression that you’re trying to attain. But how important is it to make your logo, address, […]

Your favorite Salesforce document generation app is now available for Professional and Essential editions. But, how would it help you? With Docs Made Easy for Salesforce, you can create consistent and uniform business documents at all times. Create the document of your choice in any format and get the desired results. Many businesses rely on […]

Did you know nearly 1 billion trees of paper are thrown away every year in the US? Also, Americans use 85,000,000 tons of paper every year. No doubt, recycling paper is a good practice and can save the mother earth. However, wouldn’t it be great if we do not even harm the environment in the […]

Great digital documents are the need of the hour for every business. And, how to make the most out of them is arguably the most important part. Today, we are here to tell you how to get the most out of Salesforce reporting by using a document generation app! With this app, you can create […]

Working in a Financial Services organization is not everyone’s cup of tea. You need to adhere to several rules and regulations to maintain security. Having said that, the document generation process for such organizations can also be a daunting task. But, with a Salesforce document generation tool, you can do your business fuss-free! Today, we […]

If you are a Salesperson, then you must be feeling the pressure of constantly closing deals. The right tools in a business can help you pave your way to success. Also, these tools would help you follow the ABC rule of Sales- Always be closing.  There are several sales tools that help businesses get more […]

Automating your document generation in Salesforce helps you save time and money. However, it has several other benefits as well. If you use a tool for the Salesforce document generation automation process, you can create multiple documents from a single platform. These documents can be welcome letters, contracts, invoices, quotes, agreements, or something else.  So, […]

The past year was difficult for every sector, but Insurance companies had to suffer a little more with the overnight shift to the digital world. With this, the risks of cybersecurity and phishing attacks came along. However, Insurance companies continued to manage their expenses in this all-digital world. Also, planned strategies that helped them embrace […]

Are you trying to find the best Salesforce document generation App for your business? Salesforce AppExchange, the world’s leading business app marketplace, has a variety of apps for every department and every industry. Also, Salesforce gives you the ability to work as per your goals and needs. It has the best apps, which will make […]

According to a study, over 100,000 companies are currently using Salesforce document automation across various countries. The number is getting even higher as more businesses discover its potential to ease business processes. With digital document generation, organizations are seeing great advances in the way employees work and interact with customers. Today, we will tell you […]

Ever since the pandemic started, we notice that doctors are managing appointments online, giving consultations online, and adapting to this new tech life! We also see doctors sending prescriptions and invoices over email. This sudden shift to digital documentation is not only saving our environment but making things manageable. Gone are the days when you […]

COVID-19 has shown us the importance of the Internet in our lives, from paying bills, ordering groceries, shopping online to now working online. We have come a long way. Also, it has taught us to grow, online or offline. So, when it comes to boosting our sales, why are we still old school? Organizations automate […]

According to recent market research, it has been observed that Sales reps are tired of doing the same monotonous tasks on an everyday basis. Also, it is estimated that they spend nearly 135 working hours every year generating documents that could have been generated in seconds. Hence, we are here to make things a lot […]